Northern Trust

3 months ago

Sr. Wealth Strategist/ Client Development Sales Executive

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Senior wealth strategy and business development role focused on cultivating UHNW client relationships, presenting wealth management capabilities, and guiding prospects through the sales process to convert them into clients, with collaboration across local and national teams and community leadership involvement.

Location: Denver

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Develop and execute a business development strategy to acquire targeted new UHNW clients (individuals, families, and entities)
•Cultivate and manage investment management relationships in the UHNW client space and articulate Northern Trust capabilities to prospective and current clients
•Advise clients on estate planning benefits and wealth transfer/tax planning strategies and coordinate with attorneys and other representatives
•Build and leverage internal and external networks to showcase Northern Trust capabilities to clients, community members, and professional advisors
•Collaborate with a team of experts to understand client needs and deliver tailored wealth management solutions

Pay and Benefits

Salary: USD 137,400 - 240,400 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsurancePaid LeaveParental LeaveEquity

Key Requirements

•10+ years of sales and relationship management experience, preferably with wealth management clients
•Strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families (attorneys, estate planning professionals, CPAs)
•Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)
•Ability to profile a client’s financial landscape and determine how to advise and deliver solutions across Northern Trust capabilities
•Series 7 and 63 licenses are required; CFP, CFA, CIMA or similar designations strongly preferred

Experience:10+ yearsWealth managementFinancial services

Skills:CommunicationRelationship-buildingNegotiationCollaborationBusiness development

Certifications:Series 7Series 63CFPCFACIMA

Languages:English

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

3 months ago

Sr. Wealth Strategist/ Client Development Sales Executive

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Location: Denver

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Develop and execute a business development strategy to acquire targeted new UHNW clients (individuals, families, and entities)
•Cultivate and manage investment management relationships in the UHNW client space and articulate Northern Trust capabilities to prospective and current clients
•Advise clients on estate planning benefits and wealth transfer/tax planning strategies and coordinate with attorneys and other representatives
•Build and leverage internal and external networks to showcase Northern Trust capabilities to clients, community members, and professional advisors
•Collaborate with a team of experts to understand client needs and deliver tailored wealth management solutions

Pay and Benefits

Salary: USD 137,400 - 240,400 annually

Equity and Bonus:Equity

Perks:401kPensionHealth InsurancePaid LeaveParental LeaveEquity

Key Requirements

•10+ years of sales and relationship management experience, preferably with wealth management clients
•Strong network of Centers of Influence (COIs) for ultra-high net worth individuals and families (attorneys, estate planning professionals, CPAs)
•Knowledge of fiduciary capabilities and services (e.g., personal trusts, living trusts, wills, investment management, custody, financial consulting, estate and tax planning)
•Ability to profile a client’s financial landscape and determine how to advise and deliver solutions across Northern Trust capabilities
•Series 7 and 63 licenses are required; CFP, CFA, CIMA or similar designations strongly preferred

Experience:10+ yearsWealth managementFinancial services

Skills:CommunicationRelationship-buildingNegotiationCollaborationBusiness development

Certifications:Series 7Series 63CFPCFACIMA

Languages:English

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn